Investment Specialist - Remote

Bmogamretailbriefcase

Virtual, IL, US
Base: $41,714.00 - $77,500.00; bonus/equity: not s...
Fully remote
Customer service experience
Knowledge of investment products
Account management skills
The BMO Investment Services Investment Service Specialist’s primary responsibility is to provide clients with a superior customer service experience

Job Summary

  • The BMO Investment Services Investment Service Specialist’s primary responsibility is to provide clients with a superior customer service experience.
  • This position plays an integral role in uncovering opportunities to refer to BIS Financial Advisors.
  • BMO offers a total compensation package that includes health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The BMO Investment Services Investment Service Specialist’s primary responsibility is to provide clients with a superior customer service experience.

Salary

Base: $41,714.00 - $77,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Customer service experience
  • Knowledge of investment products
  • Account management skills

Nice-to-have

  • Strong communication skills
  • Problem solving abilities
  • Team collaboration

Key Requirements

  • 2-3 years of customer service experience
  • Valid and active SIE, Series 7, 66
  • Bachelor’s degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter